Move a Resident In
- Navigate to the Resident you would like to move in.
- Click the Housing Contract tab (this may be called something different based on your configuration).
- Click Add New/Existing Housing Contract.
- Select the Care Type, Unit and Move-In Date as well as any other information and click Save.
Note: When adding a Housing Contract for the Prospect, if you would also like to add a Housing Contract for the spouse, check the box labeled Add Housing Contract for Spouse* at the bottom of the Add Housing Contract page. This will create a Housing Contract with the same Care Level, Floor Plan, Unit, and Move In Date for the spouse.

*This checkbox will default as checked and only displays if the individuals have a relationship with the master type of Spouse.
Transfer a Resident
- Navigate to the Resident you would like to move into a different unit.
- Click the Housing Contract tab (this may be called something different based on your configuration).
- Click Transfer Resident.
- Select the new unit for the Resident and enter any other information and click Save.
Note: By saving the new Housing Contract the old Housing Contract will mark the move out date as the move in date for the new unit. See below on how to Edit a Housing Contract.
Edit a Housing Contract
- Navigate to the Resident whose Housing Contract you would like to edit.
- Click the Housing Contract tab (this may be called something different based on your configuration).
- Click the blue Action button to the right of Housing Contract and click Edit.
- Edit the information you would like and click Save.
Move a Resident Out
- Navigate to the Resident you would like to move out.
- Click the Housing Contract tab (this may be called something different based on your configuration).
- Click the blue Action button to the right of Housing Contract and click Moved-Out.
- Select a Move Out Date, Move Out/Transfer Reason (optional), and a Move Out Destination (optional) and click Save.
Note: The Move Out Destination field displays the same values as your Lost Lead Destination field, but is updated independently.
Note: Remember to mark Residents that move out as Inactive by editing their profile and changing the status field.